Note: You will need to submit a case to Yardi Client Central for this step or ask your Yardi rep.
Copy and paste the below text when submitting your case:
"Please create a Marketing Source named 'Urgent Lead' for the following properties:
{{insert your properties here}}"
Why: This source is intended for any AI communications that need to be followed up on or handed off. These will be labeled as "Urgent Lead" and will appear in your unreviewed queue.
- Go into Yardi Voyager and create a source named “Meet Elise” for each property.
- Navigate to Site Manager.
- Go to **Property Search > Property > Marketing > Lead Attribution.
- You'll then see the campaigns set up for the selected property and can find the Urgent Lead email.
- The report will follow the format ‘propertyname.UrgentLead.yourcompanyname@aptleasing.info’ or @assist.rent.
- Input the marketing campaign on the EliseAI access page.
- Repeat this process for each property you have.
Note: If you submitted a different name for this marketing source, please let us know.